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Geneos Wealth Management’s iShares MSCI Austria ETF EWO Stock Holding History

Geneos Wealth Management’s Portfolio EWO Stock Details EWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,354
Closed -$59.1K – 3146
2025
Q1 		$59.1K Buy
+2,354
New +$55.4K ﹤0.01% 1829
2018
Q4 		– Sell
-406
Closed -$9K – 2413
2018
Q3 		$9K Buy
406
+106
+35% +$2.44K ﹤0.01% 1869
2018
Q2 		$6K Hold
300
– – ﹤0.01% 1869
2018
Q1 		$7K Hold
300
– – ﹤0.01% 1759
2017
Q4 		$7K Buy
+300
New +$7.16K ﹤0.01% 1732

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MAM
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Morgan Stanley
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ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $399M AUM 39.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Geneos Wealth Management's EWO Position: Q2 2025 in Review

Geneos Wealth Management sold out of iShares MSCI Austria ETF (EWO) in Q2 2025, closing a stake of 2,354 shares — an estimated $59.1K sold.

Geneos Wealth Management first reported a position in EWO in Q4 2017 and held it in 5 quarters. The position peaked at $59.1K in Q1 2025. 44 funds tracked by Wall St. Rank hold EWO as of Q2 2025.

  • Geneos Wealth Management reported no remaining iShares MSCI Austria ETF position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,354 iShares MSCI Austria ETF shares in Q2 2025, an estimated $59.1K.
  • Geneos Wealth Management first reported a position in iShares MSCI Austria ETF in Q4 2017 and held it in 5 quarters.
  • Geneos Wealth Management's iShares MSCI Austria ETF position peaked at $59.1K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held iShares MSCI Austria ETF as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.